Get Started
Financial Planners

Daniel Lee


Senior Wealth Manager

Daniel Lee


Senior Wealth Manager


Daniel joined Plancorp in 2019 after spending over a decade with a local Bay Area firm. He leads our Silicon Valley office and specializes in helping busy professionals optimize complex retirement and equity compensation plans. Daniel also researches socially and environmentally responsible investing for the firm.

Daniel earned a BS in Economics and Biopsychology from the University of Michigan and completed the UC Berkeley Extension Personal Financial Planning program. He is an award winning instructor at the UC Berkeley Extension program and also serves on their Advisory Board.

In his free time, Daniel stays active by playing basketball, golfing, and traveling to spend time with family and friends. He is a devoted fan of his Michigan Wolverines football and basketball teams.

Community Involvement
  • Korean American Community Foundation - Associate Board Member (2017 - present)
  • UC Berkeley Extension - Advisory Board Member (2016 - present)
  • Financial Planning Association of San Francisco - Board of Directors (2016 - present)
  • Michigan Alumni Club of Greater San Francisco - President (2009 - 2013)
  • University of Michigan, B.S. Economics, Biopsychology/Neuroscience, 2005
  • UC Berkeley Extension, Certificate in Personal Financial Planning, 2009


How to Create an IPO Wealth Management Plan After Your Company Goes Public

Many big-name companies have taken the plunge recently and gone public. The move to unroll an initial public offering or IPO, is often a lengthy decision process that follows years of hard work building up a brand. The fallout can be sudden, requiring its employees to create an IPO wealth management plan.

Read More
Want to Save for Your Dream Future? Start Now

Goals are great. They get you from point A to point B and keep you motivated along the way. That said, we all know how hard it can be to stick to your goals — especially financial ones.

Read More
All in the Family: 3 Steps for Estate Planning

The definition of “family” is more fluid than ever. It’s common to hear of second or third marriages. It’s more socially acceptable for people to cohabitate with a partner without being legally married. Children may live with or be raised by people other than their biological parents. Brothers and sisters are often step-siblings or half-siblings.

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.